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Livermore
Livermore
ZHEN

Encompass Wealth Advisors, LLC

SEC CIK
0001849614
Latest filing
Jul 21, 2026

TSLA holding history

Tesla, Inc. in every 13F filed by Encompass Wealth Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

TSLA overviewAll 13F holders of TSLAFull Q2 2026 holdings

Shares (Q2 2026)
1,204
Value
$506.2K
% of portfolio
0.2%
Quarters held
22
Since Q1 2021
Holdings of TSLA by Encompass Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,204$506.2K0.2%−273−18.5%ReducedHolders
Q1 20261,477$549.1K0.2%−8−0.5%ReducedHolders
Q4 20251,485$667.8K0.2%−99−6.3%ReducedHolders
Q3 20251,584$704.4K0.2%−51−3.1%ReducedHolders
Q2 20251,635$519.4K0.2%−319−16.3%ReducedHolders
Q1 20251,954$506.3K0.2%+512+35.5%AddedHolders
Q4 20241,442$582.3K0.2%−120−7.7%ReducedHolders
Q3 20241,562$408.7K0.1%00.0%UnchangedHolders
Q2 20241,562$309.1K0.1%−32−2.0%ReducedHolders
Q1 20241,594$280.2K0.1%−606−27.5%ReducedHolders
Q4 20232,200$546.7K0.2%−50−2.2%ReducedHolders
Q3 20232,250$563.1K0.2%+195+9.5%AddedHolders
Q2 20232,055$538.0K0.2%−277−11.9%ReducedHolders
Q1 20232,332$483.9K0.2%+46+2.0%AddedHolders
Q4 20222,286$281.6K0.1%+88+4.0%AddedHolders
Q3 20222,198$583.0K0.2%−40−1.8%ReducedConverted for a 3-for-1 splitHolders
Q2 2022746$502.0K0.2%+118+18.8%AddedHolders
Q1 2022628$677.0K0.2%+360+134.3%AddedHolders
Q4 2021268$283.0K0.1%−848−76.0%ReducedHolders
Q3 20211,116$865.0K0.2%00.0%UnchangedHolders
Q2 20211,116$758.0K0.2%00.0%UnchangedHolders
Q1 20211,116$751.0K0.2%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.